Roundtables

Using BI to identify actionable opportunities

BI professionals from our client community (29 individuals from 16 asset managers) came together for a Roundtable event to discuss how they’re activating data for marketing and distribution. Panelists shared their approaches to evaluating data sources, leveraging analytics tools, and identifying actionable opportunities for their teams. We also sent out a survey after the event with questions about sources and tools and a small but interesting subset of our client community, responded. Here’s what we learned from the event and survey.

Asset Manager Marketing: Pandemic lessons inform future strategies

Think about where we were in March of 2020. At that time, there was a lot of uncertainty about what the next nine months would look like. Many questions and many changes were to come. Based on a recent survey of and Roundtable with our asset manager clients, we may be looking at another 9-12 months where we face similar marketing conditions. What learned lessons can we apply to make the next twelve months more valuable than the last?

Managing internal sales teams in a COVID-19 world. Desk Managers share best practices.

Managing internal sales teams during the pandemic has presented unique challenges as well as opportunities to experiment with new sales and management strategies. SalesPage held a virtual roundtable with over 30 participants, primarily Internal desk managers representing over 20 different SalesPage and SalesStation clients, to share ideas, challenges, and strategies on managing in a COVID-19 world. Let’s review some of the key themes and highlights captured during the discussion.

SalesPage Client Summit Peaks in Kalamazoo!

Celery City, Mall City, Paper City... That’s Kalamazoo for you! This week we had visitors from New York to Kansas as we brought our clients to our headquarters at The Foundry for our Fall 2018 Client Summit.

At Home in Hartford

It was great to spend a couple of days in Hartford, Connecticut last week, where we took in the fall colors, enjoyed the local cuisine, and spent time with some fantastic company at our Fall 2015 Client Roundtable. Thanks, Virtus Investment Partners, for hosting this event and making the SalesPage Client Community feel so at home!

There Really Is a Kalamazoo!

We enjoyed hosting our Client Roundtable last month in Kalamazoo, SalesPage's home city. Here are some highlights from the Roundtable events.

Business Intelligence: Bulls-Eye!

Traditionally, many asset management firms engaged in blast marketing—spraying their messages far and wide to as many advisors as they could reach. But now, in an almost seismic shift, many in the industry are committed to using logic and intelligence to first understand their targets before actively engaging with them. They recognize the need to present the right message to the right audience. Our clients are more invested than ever before in gaining an advantage in lead distribution and in qualifying leads. As a consequence, sales targeting, third-party data integration, and business intelligence (BI) are crucial pieces in their race to provide sales and marketing teams with timely, accurate, and actionable data.

Roundtable: Spring Takeaways and Fall Save-the-Date

Since meeting with clients at our Spring Roundtable last week, we have been busy compiling notes and taking action on ideas that came out of the event. I’d like to share some takeaways from this event and a bit of information about our upcoming Fall Roundtable.

At the Roundtable, Fall 2013

The SalesPage Fall 2013 Roundtable was held in New York City this week. Here are a few pictures: Mark Eiler described RIA channel management in SalesPage; Allianz Global Investors acted as our hosts, at their mid-town Manhattan office; the view from the 42nd floor, where we met, was spectacular.